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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,676 | $115,225+77.6% | $100,712+103.2% | $138,895+47.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 0.20% | 40.35%-40.1pp | 33.27%-33.1pp | 145.39%-145.2pp |
| Employer contribution / active EE | $9,234 | $2,771+233.2% | $2,313+299.3% | $4,194+120.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,905 | $10,844-82.4% | $9,256-79.4% | $12,562-84.8% |